Member-Focused Financial Services Pro

Mountain America Credit Union; St. George (AK); On-site; USD 22,000 - 31,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Paid time off

Volunteer time off

Paid holidays

401K match

Tuition assistance

Professional development

Job summary

Mountain America Credit Union in St George, UT is seeking a Financial Service Representative I to assess member needs and advise on suitable products. The role emphasizes cross-selling and loan servicing within a full-time schedule.

The FSR I delivers value through attentive service, sales goals, and adherence to regulations. Eligible candidates enjoy comprehensive benefits, a bilingual premium, and opportunities for professional development as part of a growing credit union family.

Qualifications

• At least 1+ year of retail banking or related sales and customer service experience.
• Ability to satisfy immediate and unexpected needs by recommending credit union products and services with knowledge and confidence.
• Ability to multi-task and maintain composure while handling all member activities and requests.
• Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service.
• Must have valid driver’s license for travel.

Responsibilities

• Provides exceptional member service by assessing needs, advising on products and helping members open and service accounts.
• Originates loans by reviewing applications, checking credit, and coordinating closings for home equity, personal and auto loans.
• Acts as a liaison to Business Services and participates in community events while performing Teller duties as needed.

Skills

Customer service

Sales ability

Communication

Mathematical calculations

Education

High school diploma or equivalent

Tools

Notary Public NMLS Certification

Job description

Mountain America Credit Union in St George, UT is seeking a Financial Service Representative I to assess member needs and advise on suitable products. The role emphasizes cross-selling and loan servicing within a full-time schedule.

The FSR I delivers value through attentive service, sales goals, and adherence to regulations. Eligible candidates enjoy comprehensive benefits, a bilingual premium, and opportunities for professional development as part of a growing credit union family.